Intelligently Distribute Leads

Take advantage of an unparalleled ensemble of push, pull, and hybrid lead distribution options that drive fast response, max conversion, and optimal performance.

PUSH DISTRIBUTION assigns leads to a specific set of reps based on detailed criteria PULL DISTRIBUTION allows you to leverage a pool of leads reps can pull and work when lead flow diminishes HYBRID DISTRIBUTION creates competition to call hot, time-sensitive leads quickly by pushing leads to multiple reps, the first to pull it wins the lead

Guide Your Selling Process

Establish an optimal selling process for your team that ensures their daily sales interactions are controlled, seamlessly monitored, and measured to drive more deals into the pipeline.

Continuously Prioritize Activities

Ensure the highest value sales activities are always worked first, removing the guesswork for sales.

PRIORITY VIEW ensures reps stay focused on the most important sales activity with a single, centralized list of high-priority sales activities TAKE ACTION allows reps to easily select the outcome of an interaction, i.e. called left message, this updates the status and triggers additional workflow

LOCAL PRESENCE increases contact rates by presenting local area codes when calling your prospects

TRANSFER ensures a better prospect experience with a variety of transfer options

Automate Routine Communications

Free up your sales team to focus on selling by automating routine communication.

TRIGGER automatically sends email and text messages at the ideal times in the sales journey TRACKING analyzes every email open or bounce to determine how engaged your prospects are TEMPLATES offer best practice sales cycle messaging to leverage as a starting point that can be customized to your unique needs

Gain Actionable Sales Insights

Quickly isolate opportunities for process improvements that can be deployed across the team.

REPORTS analyze every historical performance on marketing and sales activities DASHBOARDS pinpoint areas for immediate attention within your sales team

1500+ Companies Rely on Velocify for Sales Results

"Velocify is more than a CRM. It dynamically pushes best practices on the the users to maximize contact and conversion rates."

- JOSEPH SEMRANIMORTGAGE BANKING EXEC.

With Velocify for Salesforce, we increased eH+ sales by more than 158% within six months of implementing the solution. What a difference!

- JANE RILEY, SALES EXECUTIVE

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Velocify is in a class of its own when it comes to managing competitive internet leads. Velocify is more than a CRM, it dynamically pushes best practices on the users to maximize contact and conversion rates.

- JOSEPH SEMRANI, MORTGAGE BANKING EXECUTIVE

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Prior to Velocify, we were closing about 8-10 deals per day. Now we are closing 15-25 deals per day. We have seen a massive increase in deal volume since implementing Velocify!

- BRYAN ANDERSON, COO

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Over the last 3 years, we’ve expanded at a rate of 736%. This would not have been possible without Velocify. We now have our sales efforts on a fast, consistent, predictable track which should help drive continued growth.

- LARRY EMMONS, SENIOR VICE PRESIDENT

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With Velocify my agents can effectively manage prospects from inquiry-to-quote-to-close. Velocify puts the focus back on selling by taking the guesswork out of the sales process and follow-up.